Davern Capital Partners, LP
Top Portfolio Positions
17 positions ·
$364,540,239 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PFE |
Pfizer Inc
Healthcare
|
1,593,942 | $44,757,891 | 12.28% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
44,800 | $34,614,272 | 9.50% | |
| INSM |
INSMED Inc
Healthcare
|
182,562 | $29,852,538 | 8.19% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
386,903 | $29,052,546 | 7.97% | |
| NTRA |
Natera, Inc.
Healthcare
|
143,966 | $28,791,760 | 7.90% | |
| BNTX |
BioNTech SE
Healthcare
|
305,055 | $27,113,288 | 7.44% | |
| ARGX |
Argenx SE
Healthcare
|
35,045 | $25,591,611 | 7.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,279 | $25,090,405 | 6.88% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
520,009 | $24,944,831 | 6.84% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
873,398 | $24,193,124 | 6.64% |
Portfolio Trend
2 quarters · across all stocks
Holdings in ROIV
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,193,124 | 873,398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,314,066 | 1,028,298 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||